Track Retainer Balances

As a lawyer or other professional you may receive retainer money from your clients that you can use towards your future fees and expenses. Credenza makes it easy to enter initial retainer balances for each file, record a payment as a retainer deposit and can automatically apply the retainer to pay a bill if you wish.

With the truly integrated billing capabilities in Credenza Pro you can easily track the retainer balance for each of your active client files.